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Salesforce

1,419 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 709 increasing their positions, 410 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+46
Holders Change %
+3.35%
% of All Funds
31.17%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.89%
New
153
Increased
709
Reduced
410
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FMLI
751
Fukoku Mutual Life Insurance
Japan
$1.65M +$490K +3,300 +42%
DAS
752
Dynamic Advisor Solutions
Arizona
$1.65M +$350K +2,358 +27%
BAM
753
Belpointe Asset Management
Nevada
$1.64M -$18K -121 -1%
BRWA
754
B. Riley Wealth Advisors
Florida
$1.63M -$31.5K -212 -2%
NIT
755
NumerixS Investment Technologies
British Columbia, Canada
$1.61M +$958K +6,455 +147%
JSL
756
JT Stratford LLC
Georgia
$1.61M +$163K +1,101 +11%
D.E. Shaw & Co
757
D.E. Shaw & Co
New York
$1.6M +$510K +3,436 +47%
RMAM
758
Raab & Moskowitz Asset Management
New Jersey
$1.59M +$496K +3,345 +46%
SBH
759
Segall Bryant & Hamill
Illinois
$1.58M -$162K -1,095 -9%
Wealth Enhancement Advisory Services
760
Wealth Enhancement Advisory Services
Minnesota
$1.57M -$322K -2,156 -17%
SWM
761
SeaCrest Wealth Management
New York
$1.57M +$800K +5,388 +104%
MA
762
Montag & Associates
Georgia
$1.57M +$222K +1,498 +17%
RCP
763
Rothschild Capital Partners
New York
$1.56M
HBT
764
Hills Bank & Trust
Iowa
$1.56M +$152K +1,021 +11%
IWM
765
IHT Wealth Management
Illinois
$1.55M +$549K +3,694 +55%
ACP
766
Aviance Capital Partners
Florida
$1.54M +$15.1K +102 +1%
NA
767
NewEdge Advisors
Louisiana
$1.54M +$379K +2,564 +33%
BHIA
768
Birch Hill Investment Advisors
Massachusetts
$1.53M +$223K +1,505 +17%
BFM
769
Boothbay Fund Management
New York
$1.52M -$2.51M -16,929 -62%
FT
770
Fiduciary Trust
Massachusetts
$1.51M +$144K +971 +11%
BW
771
Bison Wealth
Georgia
$1.51M +$841K +5,669 +127%
BJL
772
Brighton Jones LLC
Washington
$1.5M +$386K +2,599 +35%
CG
773
Caprock Group
Idaho
$1.5M -$9.5K -64 -0.6%
SIM
774
Stratos Investment Management
Ohio
$1.5M +$276K +1,860 +23%
DC
775
Davenport & Co
Virginia
$1.49M -$11.4K -75 -0.8%